Ashby Integration Guide

The Ashby-Reimbi integration enables seamless candidate data sharing for expense reimbursement management.

Configuration Steps

Step 1: Create API Key

1. Go to https://app.ashbyhq.com/admin/api/keys
2. Click the "New" button

3. Configure the key:
   • Name: "Reimbi integration"
   • Select required endpoint permissions

4. Click "Create API key"
5. Save your API key securely for the next step

Step 2: Configure Reimbi Settings

1. Navigate to Company Settings > Integrations in Reimbi
2. Click "Configure" next to Ashby

3. Configure the settings:
   • Enable the integration
   • Enter your Ashby API Key
   • Select approver role (Hiring Team or standard Reimbi settings)
   • Set backup approver
4. Click "Update"

Step 3: Get Webhook Information

1. In Reimbi, go to Company Settings > Integrations
2. Click "Configure" next to Ashby
3. Click "Generate new Secret Key and API URL"
4. Copy both:
   • Webhook API URL
   • Secret Key

Step 4: Set Up Webhook in Ashby

1. Visit https://app.ashbyhq.com/admin/api/webhooks
2. Click "New"
3. Configure webhook:
   • Title: "Reimbi Webhook"
   • Type: "Candidate Application Changed Stage"
   • Enter Webhook API URL and Secret Token from Reimbi
4. Click "Add"

Step 5: Add Policy Field (Optional)

Required only for multiple reimbursement policies:

1. Go to https://app.ashbyhq.com/admin/organizational-settings/custom-fields/candidate
2. Click "+ New"
3. Configure field:
   • Name: "Reimbi Reimbursement Policy"
   • Type: "Multiple Choice (Select a single option)"
   • Options: Add your policy names (must match Reimbi exactly)
4. Click "Create"

Note: Review your policy names in Reimbi under Company Settings > Expense policies

Step 6: Add Trigger Field

1. Go to https://app.ashbyhq.com/admin/organizational-settings/custom-fields/candidate
2. Click "New"
3. Configure field:
   • Name: "Send to Reimbi"
   • Type: "Yes/No"
4. Click "Create"

Using the Integration

Sending Candidates to Reimbi

1. Open candidate's Summary tab in Ashby
2. Set the appropriate:
   • Reimbi Reimbursement Policy
   • "Send to Reimbi" field to Yes
3. Change the candidate's stage

What Happens Next

Two automatic actions occur:

1. Candidate record created in Reimbi:
   • Status: 'Invited'
2. Candidate receives email with:
   • Reimbi account setup instructions
   • Expense submission guidelines

Support

Need assistance? Contact support@reimbi.com for integration troubleshooting help.